David Walker

Ottawa TMG Users Group

15 March 2014

TMG Custom Toolbar

The Custom Toolbar Manager, in TMG v.8 & v.9, is a useful tool for creating toolbars using buttons for those functions that you perform most often.

This presentation is based on using the Custom Toolbar Manager in TMG v. 9.01

The example that will be demonstrated will be adding a custom tool to list all citations of a given source

Introduction

Select Report > List of > Citations

Procedure

Procedure

1. Click Add

Procedure

2. Type a name for the report

3. Click Save

Procedure

4. New configuration is displayed

6. Click Save

5. Add a new filtered group

Procedure

8. Scroll through list & select Source Number

9. Select Operator as ‘= Equals’

11. Click ‘OK’

10. Enter Value as [?]

7. Type a filter name

Procedure

12. Configuration name

13. Filtered Group

15. Save Settings

14. Select Screen Preview

From the main menu bar select View > Toolbars and check Custom

A Customize tool appears here

Procedure

Procedure16. Scroll through the list of unused buttons until you find ‘List of Citations’

17. Click Add

Procedure

18. ‘List of Citations’ now appears in the list

19. Click OK

Procedure

This is the first item in the Custom Toolbar

Procedure

More can be added as needed.

Procedure

20. Select List of Citations.

Procedure

21. Click ‘Create Report’

Procedure

22. Key in a source number

23. Click OK

Procedure

8. Key in a source number

9. Click OK

The report can be printed if desired.

Select ‘Close’ to return to TMG

This presentation is available to download from

http://ottawa-tmg-ug.ca

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